Update supplier onboarding record when deal detail changes
Update supplier onboarding record when deal detail changes
Your supplier activation changes in CRM aren't captured in onboarding records, causing manual lookups and missed enablement steps. The workflow updates supplier records so coordinators can act same day.
Overview
When a deal's supplier activation detail changes, your onboarding records should update automatically so coordinators don't waste time on manual lookups. This flow centralizes activation context into your supplier workspace, enabling same-day enablement and fewer missed integration steps.